Beacon Trust’s Invesco Senior Loan ETF BKLN Stock Holding History

Beacon Trust’s Portfolio BKLN Stock Details BKLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$3.1M	Buy	+132,559	New	+$3.09M	0.49%	74

Other funds holding BKLN

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Trust's BKLN Position: Q1 2017 in Review

Beacon Trust opened a new position in Invesco Senior Loan ETF (BKLN) in Q1 2017: 132,559 shares worth $3.1M. The stake represents 0.49% of the portfolio and ranks #74 among its holdings.

386 funds tracked by Wall St. Rank hold BKLN as of Q1 2017.

Beacon Trust held 132,559 shares of Invesco Senior Loan ETF worth $3.1M as of Q1 2017.
Invesco Senior Loan ETF was a new Beacon Trust position in Q1 2017.
Invesco Senior Loan ETF made up 0.49% of Beacon Trust's portfolio in Q1 2017, its #74 holding.
386 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2017.

Based on Beacon Trust's 13F filing for Q1 2017, filed 9 May 2017.